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Trusts & Estates Section: A Demonstration of CLEWills

September 12@12:00 pm-1:00 pm

September 12, 2019

Presenter: Michael P. Sampson, Mason LLP

A demonstration of CLEWills, the new automated document system developed by Minnesota CLE as a companion to its popular Drafting Wills & Trust Agreements book of forms.  Due to be released this fall, CLEWills will allow practitioners to generate drafts of wills, revocable trust agreements, powers of attorney, and health care directives through a Hot Docs-based interview that will simplify the process of selecting the appropriate options to be included in the final document, generating a working draft that should require far less hand editing, greatly increasing efficiency.  Sampson is a member of the editorial committee that maintains the Minnesota CLE forms and that has worked to convert the forms to work with the automated document system.  The presentation will allow for an up-close experience of the interview process for a will and a revocable trust agreement and a chance to see the output in real time.

Time: 12:00 p.m. to 1:00 p.m.
Registration: 11:30 a.m. to 12:00 p.m.
Location [Note different location] : Wells Fargo First Floor Conference Room, 30 E 7th St. Suite 175,  St. Paul
Credit: 1.0 standard credit applied for
Cost (includes lunch): $15 RCBA members; $30 non-members
Remote access: $15 RCBA members; $30 non-members

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If you have any questions, please call 65-222-0846 or email info@ramseybar.org.